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Valentine Smith Ltd
7 South Charlotte Street
Edinburgh
EH2 4AN
Tel: 0131 220 2289
Fax: 0131 220 7712
info@valentinesmith.com
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Frequently Asked Questions |
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Why do I need an Independent Financial Adviser? |
In today’s Financial Marketplace, the variety of products available and the charging structures attaching to them, make it possible for you to have a tailor made financial package, which best suits your changing needs and objectives. It is essential, therefore, that you are able to choose from all the products available, and not be restricted to what one single financial institution has to offer. As Independent Financial Advisers we are able to search the market, and ensure that your financial portfolio is made up of products which suit you and your needs. |
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What if my situation changes? |
We build up an ongoing relationship with our clients, and offer a minimum of an annual review to ensure that your financial portfolio remains in line with what your present situation requires. |
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How do I pay for your services? |
From our experience, we find that most people mistrust the standard commission system used in most financial products.
Our practice offers a choice of:
- An hourly rate
- An agreed price of a task
- A flat rate of commission, VAT free, across the board
And our initial consultation is completely free – no obligation |
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Can Valentine Smith recommend other professionals? |
Yes. We have established working relationships with solicitors, accountants, valuers and various lending institutions. |
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